Wcg Wealth Advisors LLC Spdr Portfolio Intermediate Te Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 13,097 shares of SPIB stock, worth $434,820. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,097
Previous 11,906
10.0%
Holding current value
$434,820
Previous $401,000
6.98%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
601Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio